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Applying Payment to Oldest Unpaid Invoices

totoringo2004
Guest
 
Posts: n/a
#1: Nov 13 '05
Hello,

I’d need some help guys... I know how to do it in Excel, but can’t
find a way in Access...
here’s a simplified overview of the problem:
Let’s say I have Invoices as follows:
Jan-04 $110
Mar-04 $100
May-04 $130

If I get a payment for $200, I would like to apply it to the eldest
Invoice possible, so $110 would go to the eldest one, and the
remaining $90 ($200-$110) would go to the March one.

In summary I should be able to show the outstanding after I have
applied payments:
Jan-04 $0
Mar-04 $10
May-04 $130

Not sure how to do it with Access... Help would be much much
appreciated.
Thank you !!!

Totoringo2004

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Larry Linson
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Posts: n/a
#2: Nov 13 '05

re: Applying Payment to Oldest Unpaid Invoices


To get the invoices in the order that you want, open your query in the query
builder, click the Sort line under the date, and Sort ascending. Read those
records and do whatever it is you do to apply the payment, until the payment
amount is used up.

Larry Linson
Microsoft Access MVP


"totoringo2004" <UseLinkToEmail@dbForumz.com> wrote in message
news:4189433c$1_3@alt.athenanews.com...[color=blue]
> Hello,
>
> I'd need some help guys... I know how to do it in Excel, but can't
> find a way in Access...
> here's a simplified overview of the problem:
> Let's say I have Invoices as follows:
> Jan-04 $110
> Mar-04 $100
> May-04 $130
>
> If I get a payment for $200, I would like to apply it to the eldest
> Invoice possible, so $110 would go to the eldest one, and the
> remaining $90 ($200-$110) would go to the March one.
>
> In summary I should be able to show the outstanding after I have
> applied payments:
> Jan-04 $0
> Mar-04 $10
> May-04 $130
>
> Not sure how to do it with Access... Help would be much much
> appreciated.
> Thank you !!!
>
> Totoringo2004
>
> --
> http://www.dbForumz.com/ This article was posted by author's request
> Articles individually checked for conformance to usenet standards
> Topic URL:[/color]
http://www.dbForumz.com/MS-Access-Ap...ict166044.html[color=blue]
> Visit Topic URL to contact author (reg. req'd). Report abuse:[/color]
http://www.dbForumz.com/eform.php?p=556403


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